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Cloud Computing

SpaceX Files $920 Million‑a‑Month Google GPU Lease Ahead of IPO

The regulatory filing shows Google will lease about 110,000 NVIDIA GPUs from SpaceX and the deal changes SpaceX’s near‑term revenue profile while creating tight delivery and disclosure risks.

30 ARTICLES

2w ago

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

55 ARTICLES

3mo ago

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

36 ARTICLES

4mo ago

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

10 ARTICLES

4mo ago

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks

41 ARTICLES

4mo ago

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

11 ARTICLES

5mo ago

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses

75 ARTICLES

7mo ago

OpenAI Signs $38 Billion, Seven-Year AWS Deal for Nvidia-Powered AI Capacity

148 ARTICLES

7mo ago

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

69 ARTICLES

7mo ago

Markets Reward AI Monetization as Big Tech Lifts Capex and Meta Stumbles

29 ARTICLES

8mo ago

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

136 ARTICLES

9mo ago

Reliance Sets Jio IPO for First Half of 2026 as Ambani Unveils AI Push

11 ARTICLES

11mo ago

Alphabet Leans on AI to Drive Q2 Gains, Raises Infrastructure Spending to $85 Billion

67 ARTICLES

11mo ago

OpenAI Launches ChatGPT Agent for Pro, Plus and Team Subscribers

Cloud Computing

SpaceX Files $920 Million‑a‑Month Google GPU Lease Ahead of IPO

SpaceX Discloses $920M‑a‑Month Google Compute Deal Ahead of IPO

Pinterest Commits $4 Billion to AWS to Scale AI

Meta Extends CoreWeave AI Cloud Pact to $21 Billion Through 2032

Broadcom Seals 2031 Google TPU Deal as Anthropic Locks In 3.5 GW Starting 2027

Microsoft Pledges $10 Billion to Build AI Infrastructure in Japan

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks

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Cloud Computing

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses

OpenAI Signs $38 Billion, Seven-Year AWS Deal for Nvidia-Powered AI Capacity

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Markets Reward AI Monetization as Big Tech Lifts Capex and Meta Stumbles

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

Reliance Sets Jio IPO for First Half of 2026 as Ambani Unveils AI Push

Alphabet Leans on AI to Drive Q2 Gains, Raises Infrastructure Spending to $85 Billion

OpenAI Launches ChatGPT Agent for Pro, Plus and Team Subscribers

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Cloud Computing